BEDEL FINANCIAL CONSULTING INC EFG Holdings History
Number of Shares
125,043.00
Current Holdings Value*
$10.79 Mil
% of Portfolio
2.21%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
19.33%
BEDEL FINANCIAL CONSULTING INC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2023-09-30, BEDEL FINANCIAL CONSULTING INC held 125,043.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $10.79 Mil. This investment constitutes 2.21% of their stock portfolio, and BEDEL FINANCIAL CONSULTING INC now holds 0.09% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q3. Based on historical transaction data and EFG's current price of $110.01, BEDEL FINANCIAL CONSULTING INC's estimated gain on his EFG holdings is $2.23 Mil, reflecting a 19.33% gain to date.
BEDEL FINANCIAL CONSULTING INC EFG ($110.01) Holding Chart
BEDEL FINANCIAL CONSULTING INC EFG ($110.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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